Supplemental Product Training Including Short Term, Dental, Vision, And Private Insurance
Grab Your Ancillary Sales Training And Marketing Guide Down Below
This sales guide goes over all the steps and processes to sell and enroll clients into a Supplemental plan.
Ancillary Training Starts Here…
Grab the BenaVest Ancillary Training Presentation below.
Before You Start Selling…
Make sure you get contracted with Ancillary carriers before you try to sell any plans.
2021 ACA All Carrier Summit
Hey Agents, check out why all of our Major Partner ACA Carriers are saying BenaVest is one of the best National ACA FMO’s out there. During the ACA Virtual Summit you will get a sneak peek of all of the Amazing Marketing Options that BenaVest has to offer at ZERO cost to the Agent, you will see We are a TRUSTED ACA FMO by the Largest ACA Carriers and the carriers go over all of the New 2021 Carrier Plans and Programs We look for long-lasting fruitful Partnership with Independent Agents!
All BenaVest Training
Supplemental Carriers
What Is The Sales Process Flow?
Down below is a brief summary of how the Sales Process Flow works. Using this process can take new agents from starting the Ancillary Training to fully trained Ancillary Sales Agents.
Get To Know Your Client
✓ Fill Out Client Intake Form and Gather Information
✓ This can help you determine what type of insurance they need whether it be Health, Dental, or Vision.
Get To Know Your Client
✓ Fill Out Client Intake Form and Gather Information
✓ This can help you determine what type of insurance they need whether it be Health, Dental, or Vision.
Process Quote and Go Over Plans
✓ Process A Quote On Whatever Carrier You Land On
✓ View Plans and Prices
✓ Cover Lowest Priced Option,
✓ Then Cover More Coverage Options
Process Quote and Go Over Plans
✓ Process A Quote On Whatever Carrier You Land On
✓ View Plans and Prices
✓ Cover Lowest Priced Option,
✓ Then Cover More Coverage Options
Questions To Ask Client
✓ What are you looking for?
✓ Do you need dental?
✓ Do you have a high deductible health plan?
✓ Do you need vision insurance?
Questions To Ask Client
✓ What are you looking for?
✓ Do you need dental?
✓ Do you have a high deductible health plan?
✓ Do you need vision insurance?
New To Ancillary Sales?
For the Free Ancillary sales guide use the infographic below. It provides all the steps needed to get your Ancillary sales knowledge on the right track.
New To Ancillary Sales?
For the Free Ancillary sales guide use the infographic below. It provides all the steps needed to get your Ancillary sales knowledge on the right track.
Contract With BenaVest Supplemental
BenaVest provides all the best carriers nationally. We will help you contract with the most competitive carriers in your area.